Financial independence doesn’t happen by chance, it results from expert strategic planning. That’s why our firm includes professionals whose talents, skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance and investment strategies, estate planning, and executive/employee benefits.While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come.

We design, service and administer Executive Benefit, BOLI and COLI plans for financial institutions ranging in size from $50 million to over $300 billion in assets. We service multiple carriers totaling over $1.8 billion in BOLI and COLI assets and provide a full range of benefit plan related services as well as account value and compliance reporting.

Following my transition to a full time financial representative with Northwestern Mutual, I was recruited by a veteran financial advisor to provide portfolio analysis for individual clients. This opportunity allowed me to gain experience using various equity and fixed income analysis tools including Morningstar, Monte Carlo analysis, and proprietary company software. In addition to portfolio analysis, I was principally responsible for handling investment trade orders.

After participating in a yearlong internship my senior year at Virginia Commonwealth University, I became a full-time financial representative which included working closely with veteran financial advisors. Areas of focus included individual investments as well as life and disability insurance.